In this Wisdom & Wealth session, Alan Hensley, CFP® breaks down important retirement and tax planning changes coming in 2026, highlighting emerging opportunities, and shares practical strategies to help you plan with clarity and confidence.

In this edition of our newsletter, we share important upcoming dates, firm updates, and highlights from our team to help you stay informed and plan ahead with confidence.

We closed out our 2025 Wisdom & Wealth series with an engaging discussion on Medicare and Social Security. Watch the replay below and note that, due to Medicare compliance regulations, a portion of the presentation could not be recorded.

Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) introduces major updates to the U.S. tax code—from expanded deductions to permanent TCJA provisions. Learn what’s changed, what it means for you, and download our new OBBBA tax guides.

The federal government will end paper checks by September 30, 2025, citing rising fraud, inefficiency, and cost. Agencies like the IRS and Social Security will only use secure electronic payments.

Thanks to the One Big Beautiful Bill Act, Washington residents may now deduct up to $40,000 in state and local taxes. For homeowners and big-ticket purchasers, itemizing could save more than the standard deduction. Here’s what you need to know.